Finance and Accounting for the Entrepreneur


Subject Author Replies Views Last Message
Instructor Introduction dwmcnaughton dwmcnaughton 0 24 Jan 12, 2014 by dwmcnaughton dwmcnaughton
Class Introductions dwmcnaughton dwmcnaughton 0 131 Jan 13, 2012 by dwmcnaughton dwmcnaughton


Welcome to the Class Wiki


  • We will use this wiki to post and share the following information:
  • Prepare for classes by posting questions or answering them about the weeks assignments.
  • Share research or interesting facts.
  • Share web pages
  • Keep notes and other important documents
  • Share assignments


How to Keep Score in Business

This is a reading assignment that is from a text book that is no longer in print. Although it is dated the message still rings true. How to Keep Score In Business or On Sky Drive

More Vocabulary

Use this link to download a review of the vocabulary words from the text How to Keep Score in Business. More Vocabulary or On Sky Drive

Games to test your vocabulary knowledge

The Tutor
Dave's Bean Counter

Twelve Basic Principles of Accounting

Twelve Accounting Principles
Or try using this link if you have difficulty viewing. Document on sky drive
Another document that describes the twelve accounting principles (Three Pages) Page One Page Two Page Three

SWOT Analysis


Non-Equity Financing Presentation

Public Companies Financials

Fed Ex Balance Sheet 2011


Prezi presentation Financial Statements

Prezi

Economic Industry Standards Search

Use this link to narrow down you industry standards. You need to know your NAICS code.

Economic Search

Business Ratio Formulas new.jpg

Most Frequently used ratios


Excel Template



This is a link to public documents that you can use to help with your financial projections. The file called financial model is the proforma template. The page includes three instruction files on how to use it. These are SWF files and should run from your browser's URL.We will go over this in class later.

Break-Even Spreadsheet and Chart Tools

The following link will provide you with a copy of the break-even analysis I demonstrated in class.
You can download it and try your hand at creating a break-even on your business. You can then save it to your files and use later in the semester when you complete your financial projections.

Sales Forecast model for Jane White's Sales Data

This is a spread sheet that we worked on in class, that you can use to set up formula's. Follow the Link. Jane White's forecast


Theory of Constraints Helpful information


Small Business Valuation

This is a list of various methods and a brief description of how they are created
Word document Adobe pdf document


This is a method of creating a capitalization rate based on many different factors.
An excel spreadsheet
You can use this method to come up with a multiplier with risk factor.

Valuation Assignment 2014


Complete a business valuation on the following company. Use the financial statements to help determine the company value. Use five different methods of valuation.

new.jpg


Previous business valuation assignment for class project



Sample Valuations





Valuation Outline


Rule of thumb for valuation



Off-sheet Valuation items (What increases business value of the balance sheet)





Research Document

Proforma Template

Here is the 2010 excel spreadsheet that you can use to create your financial projections.

This document outlines the financial projection assignment and provides a list of all the necessary information that should be included in a separate attached document or cover sheet.

Help with creating you Proforma

Help files on skydrive Open the Financial Projection I, II, III .SWF files to view a help video



Rubric for grading project. ProForma_rubrix.png


YouTube videos that explain using Excel to answer financial questions on interest, present and future values, and annuities.
Basic Finance, 12 lessons

Chapter Ten Capital Decisions

My presentation was a little different then just what was outlined in the text.You can use this link to view my presentation.
Capital Business Decisions

Pitching Your Business Idea




Some links on making good presentations

Chapter 11 Class Power point presentation



Quickbooks video

Steps through the process of setting up your accounts in quick books.

Overview: http://vimeo.com/5580402

Initial Setup: http://vimeo.com/5968984

Paying the bills: http://vimeo.com/5976117

Tracking invoices, receipts and deposits: http://vimeo.com/5977109

Reconciling the Checkbook: http://vimeo.com/5977895

Using reports to manage your accounts: http://vimeo.com/5978680

Peachtree Introduction
Video introduction (Basic) Peachtree